Inheritance Planning

Plan the most favourable transfer of your estate

Your inheritance will be well managed

When planning your inheritance, it is crucial to structure your estate correctly. MoraBanc Private Banking will provide you with information to enable you to become familiar with all the options. Our account managers will work with you and your tax adviser to transfer your financial instruments to your heirs in the most effective way.

In addition, we will keep you updated with the latest legislative changes that may affect you in order to ensure the best estate transfer possible.

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Privacy policy

Information on the processing of personal data

In compliance with Law 15/2003 of 18 December on protection of personal data, the customer authorizes that the applicant’s personal data entered on this form will be incorporated into files owned and managed by MORA BANC GRUP, SA – MORA BANC, SAU (hereafter referred to as “MoraBanc”) to process the requested service and, if necessary, to comply with the contracts finally entered into, and also to ensure correct operational procedures.

The applicant expressly authorises MoraBanc to send him/her commercial and promotional communications for products and services and information on the Bank itself, social or other activities, in hardcopy by post or by electronic means (among others, short messages (SMS) to mobile phones, e-mail, etc.). This consent can always be withdrawn, without retroactive effect.

The applicant authorises the data provided to be communicated or shared with third parties forming part of the MoraBanc business group, entities which are primarily active in the financial, insurance and service sectors. The applicant is considered as having been informed of this transfer of information by means of this clause. The applicant accepts that he/she may be sent information on any product or service marketed by these companies.

The data processing manager is MoraBanc. The applicant is hereby informed that the rights of access, rectification, suppression or opposition may be exercised in the terms established in current legislation.

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